Artificial Intelligence in Wealth Management: Perspective from the C-Suite

Artificial Intelligence in Wealth Management: Perspective from the C-Suite

Artificial Intelligence in Wealth Management Practice
Artificial Intelligence in Wealth Management: Perspective from the C-Suite
George Nichols III
Jan 25, 2021

When it comes to technology, it’s no surprise that financial services proceeds with caution. Decisions are made while thinking of the impact on multiple stakeholders, weighing compliance and regulatory risks, and assessing the significance on operational efficiency and client relationships. This multi-layered process takes time, but the process of implementing artificial intelligence (AI) will actually have a pronounced domino effect on how other decisions are made in the future: portfolio management, new hire onboarding, trading requests, and more.

Properly aligned and applied AI can help wealth management firms adapt to changing client needs and face the competitive challenge posed by fintech companies. The American College of Financial Services is here to help with a robust resource center built to answer your pressing questions.

Visit this page to get instant access to an in-depth white paper, infographic advisor action plan, and an audio interview series with College thought leaders – hosted by fintech experts Joel Bruckenstein and Bill Winterberg.

You can listen below to my interview with Joel Bruckenstein, CEO of T3 Consulting Services.